VC

Vestor Capital Portfolio holdings

AUM $1.34B
1-Year Est. Return 30.79%
This Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$516M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$3.72M
3
+$3.14M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.06M
5
VTRS icon
Viatris
VTRS
+$2.95M

Top Sells

1
+$6.68M
2
+$4.44M
3
+$3.96M
4
AVGO icon
Broadcom
AVGO
+$3.32M
5
NVDA icon
NVIDIA
NVDA
+$2.49M

Sector Composition

1 Healthcare 16.56%
2 Technology 14.3%
3 Financials 14.23%
4 Industrials 10.21%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.07%
2,228
77
$266K 0.05%
15,986
78
$173K 0.03%
6,521
+1,021
79
$172K 0.03%
1,720
-200
80
$167K 0.03%
1,195
81
$164K 0.03%
1,000
82
$148K 0.03%
3,196
83
$144K 0.03%
670
84
$122K 0.02%
914
85
$119K 0.02%
9,319
86
$105K 0.02%
1,828
87
$105K 0.02%
700
88
$103K 0.02%
1,953
89
$95K 0.02%
1,170
90
$91K 0.02%
387
91
$90K 0.02%
767
-63
92
$83K 0.02%
1,377
93
$77K 0.01%
2,640
94
$76K 0.01%
850
95
$73K 0.01%
2,341
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96
$71K 0.01%
860
97
$64K 0.01%
425
98
$62K 0.01%
+1,020
99
$62K 0.01%
2,250
100
$61K 0.01%
300
1 2 3
4
5